The following documentation is an electronicallysubmitted vendor response to an advertised solicitation from the West Virginia Purchasing Bulletin

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2 The following documentation is an electronicallysubmitted vendor response to an advertised solicitation from the West Virginia Purchasing Bulletin within the Vendor Self Service portal at wvoasis.gov. As part of the State of West Virginia s procurement process, and to maintain the transparency of the bid opening process, this documentation submitted online is publicly posted by the West Virginia Purchasing Division at WVPurchasing.gov with any other vendor responses to this solicitation submitted to the Purchasing Division in hard copy format.

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4 Purchasing Division 2019 Washington Street East Post Office Box Charleston, WV State of West Virginia Solicitation Response Proc Folder : Solicitation Description : ADDENDUM 1 ALZHEIMER'S TRAINING FOR STAFF Proc Type : Central Master Agreement Date issued Solicitation Closes Solicitation Response Version :30:00 SR 0613 ESR VENDOR CRISIS PREVENTION INSTITUTE INC Solicitation Number: CRFQ 0613 VNF Total Bid : $165, Response Date: Response Time: 14:58:10 Comments: Enclosed please find the bid submission for Crisis Prevention Institute's Dementia Care Specialists division, in response to CRFQ 0613 VNF We appreciate the opportunity to submit for this initiative to enhance Alzheimer's/dementia care at West Virginia Veterans Nursing Facility. Enclosed please find our Pricing Page, required signatures, and proposal document, according to the protocols set forth in the RFQ. Please feel free to contact me with any questions proposed by the committee in response to this bid. Virginia Pflanz Director of Sales Operations CPI/Dementia Care Specialists FOR INFORMATION CONTACT THE BUYER Crystal Rink (304) crystal.g.rink@wv.gov Signature on File FEIN # All offers subject to all terms and conditions contained in this solicitation DATE Page : 1 FORM ID : WV-PRC-SR-001

5 Line Comm Ln Desc Qty Unit Issue Unit Price Ln Total Or Contract Amount 1 ALZHEIMER TRAINING FOR STAFF EA $13, $165, Comm Code Manufacturer Specification Model # Extended Description : ALZHEIMER TRAINING FOR STAFF Comments: Bid submission for Alzheimer Training VNF Crisis Prevention Institute, Dementia Care Specialists division Page : 2

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9 Exhibit A Pricing Page CRFQ VNF Alzheimer's Training Class Item # Description Unit Price Annual Class Quantity Total Bid Amount 1 Alzheimer's Training Class $13, $165,300 ** Multiply bid price by the annual quantity Failure to use this form may result in disqualification Bidder / Vendor Information: Name: Crisis Prevention Institute, Dementia Care Specialists division Address: W. Park Place, Suite 600 Milwaukee, WI Phone# : (414) Address: vpflanz@crisisprevention.com

10 VERSION 1.0 APRIL 17, 2017 STATE OF WEST VIRGINIA CRFQ VNF ALZHEIMER S TRAINING FOR STAFF Prepared for State of West Virginia Division of Veterans Affairs West Virginia Veterans Nursing Facility Prepared by Dementia Care Specialists, a division of Crisis Prevention Institute (CPI) Bid Opening Date: April 25, 2017

11 TABLE OF CONTENTS DEFINITIONS 2 QUALIFICATIONS 2-3 MANDATORY REQUIREMENTS 4-9 CONTRACT AWARD 9-10 MISCELLANEOUS 10 APPENDIX A: DEMENTIA CAPABLE CARE: FOUNDATION AND CARE APPLICATIONS COURSE OUTLINES APPENDIX B: DEMENTIA CAPABLE CARE OUTCOMES DATA, RESPONSES FROM VETERANS FACILITIES APPENDIX C: TAXPAYER IDENTIFICATION AND CERTIFICATION, INSURANCE APPENDIX D: PRICING PAGE

12 Definitions CPI: Crisis Prevention Institute, parent company of Dementia Care Specialists DCS: Dementia Care Specialists, a division of Crisis Prevention Institute (CPI), Vendor DCC: Dementia Capable Care training class and curriculum WVVNF: West Virginia Veterans Nursing Facility, Agency GPI: Global Professional Instructor, Trainer of Dementia Capable Care class and full-time employee of Crisis Prevention Institute s Dementia Care Specialists division. Qualifications 3.1 Dementia Care Specialist must have attended and completed National Certification Training of Alzheimer s/dementia 3.2 Must be a certified Dementia Care Specialist and Alzheimer s educator. Certification must be provided upon request. Dementia Care Specialists (DCS) is a division of the Crisis Prevention Institute (CPI) that s committed to advancing person-centered, abilities-based care for those living with Alzheimer s and related dementias, as well as the organizations caring for them. We offer total solutions for dementia care, helping clients and their families experience a higher quality of life, caregivers find more job satisfaction, and providers improve their business results and returns. Kim Warchol, OTR/L: President of Dementia Care Specialists Kim has been practicing as an Occupational Therapist for over 22 years and she founded Dementia Care Specialists in Kim is an expert in the Allen Cognitive Disabilities Model, and since 1999 she has educated over 5,000 therapists and other health care professionals on the best abilities approach to dementia evaluation, treatment, and programming. In addition, she has set up many dementia living environments and care programs using this model. Kim was instrumental in the advocacy effort which led to the 2001 CMS Memorandum prohibiting the denial of therapy services based solely on the diagnosis of dementia. Kim was a committee member which was responsible for creating the Illinois Dementia Care Unit Minimum Standards of Care. She was member of the AOTA Cognitive Disability Expert Panel, and Kim contributed to the development of the Dementia Care Guidelines for Assisted Living Facilities and Nursing Homes published by the Alzheimer s Association. She has authored several dementia care articles and she lectures nationally on various topics of dementia care and the aging. Chris Ebell, OT/L: Global Professional Instructor for Dementia Care Specialists Chris is the lead DCS trainer and an Allen Authorized Instructor. Chris received her B.A. Degree in Psychology from the University of Dayton and her B.S. Degree in Occupational Therapy at Chicago State University. In her many years of experience Chris has worked in various geriatrics settings including psychiatry, hospital rehabilitation, skilled nursing, and home health. Sharon R. Host, OTR/L: Global Professional Instructor for Dementia Care Specialists Sharon received a B.S. Degree in Occupational Therapy from the University of Alabama at Birmingham. Her specialty is geriatrics and she has many years of experience in the long-term care setting and the 2

13 home health care industry. Sharon began her journey using the Allen Cognitive Disabilities Model in 1999 and completed the Dementia Therapy Master Clinician Program in She has presented at AOTA on Pain Management in the Aging Population and at the Alabama Occupational Therapy Association (ALOTA) Conferences on patient positioning and documentation in the geriatric population. Lesley Rynders: Global Professional Instructor Lesley Rynders has experience as case manager and a professional trainer. Lesley has worked in various departments in long-term care which have provided her with resident and family interaction. She has a Bachelor s Degree in social work and has extensive experience in training staff members at all levels. Her skills and practical experience in facilitating groups and engaging adults provide for the maximum adult learning opportunity at her workshops and training courses. She has worked as a Global Professional Instructor for CPI for over 8 years. Sharon Jackson: Global Professional Instructor for Dementia Care Specialists Dementia consultant Sharon Jackson has a degree in Occupational Therapy Assistant Technology and she has worked in long-term care/skilled rehab since Her professional experience includes working as a program designer to integrate the Allen Cognitive Disabilities Model into nursing to enhance the care of residents with dementia. In addition, she has served as a manager of a Memory Care Household, an Activity Designer, and an Activity Manager. She believes that ongoing education can help you raise the standard of care for people with cognitive impairments. Consulting and educating are her passion, with specialization and focus on adaptation of Activities and ADL care to match the individual's best ability to function. Sharon Jackson is the past president of the Allen Cognitive Network. She has served on the board since 2007 and was the president for two terms. Kate Keefe, OTD, OTR/L, DCCT: Senior Global Professional Instructor for Dementia Care Specialists Kate achieved a post-professional doctoral degree in occupational therapy with a concentration in aging and education in 2016 from Rocky Mountain University of Health Professions. She graduated from the University of Hartford, Hartford, CT in 1997 with a Bachelor's of Science in Occupational Therapy/Minor in Psychology. Kate has dedicated her career to serving seniors in short-term rehabilitation, long-term care, In-patient Acute Gero-psychiatry and outpatient services. She has completed extensive studies in Dementia Care and became a Master Clinician in Dementia Therapy in Kate has been passionate about serving those that live with Alzheimer's Disease and Related Dementia. She believes that every therapist should embrace the Allen model, as it is the very foundation from which Occupational Therapy functions. Being a voice and an advocate for those living with ADRD, as well as teaching care partners and family to change their approach and recognize the skills a person has remaining at every stage of dementia has been her life's work. 3

14 Mandatory Requirements Alzheimer s Training for ALL staff of the West Virginia Veterans Nursing Facility (WVVNF) Training must be provided to approximately 135 staff members of the WVVNF Training sessions must be conducted 12 times per year. Dates of the training will be established by the Agency The training sessions will be for duration of eight (8) hours for four (4) consecutive days Days 1 and 2 of the sessions will be conducted in a classroom setting. Dementia Capable Care: Foundation and Care Partner Applications Two-Day Course. This interdisciplinary training is designed for all care partners involved in dementia care, including therapists, administrators, facility educators, dementia program directors, nurses, CNAs, social workers, and activities, dietary, housekeeping, and other support staff. o Day 1: The Foundation course focuses on fundamental concepts and gives staff the skills to provide the highest quality of dementia care. Participants who complete this course and pass an online post-test within six months earn Dementia Care Specialist Certification. Participants will learn to: Identify empowering paradigm shifts to create successful outcomes for those with dementia. Demonstrate an understanding of Alzheimer s disease and related dementias and their impact on cognitive function. Identify cognitive assessments and screening tools to identify best ability to function. Describe the best ability to function and key remaining abilities for each dementia stage, as defined by Allen Cognitive Levels. Identify key care approaches for each dementia stage to promote the highest possible level of function in ADL, mobility, and leisure activity. Understand strategies to enhance communication, minimize negative behaviors,and support families. See Appendix A for course outline. Note: Training at WVVNF will be extended by 1 hour to include additional Case Study Review, Role-Play, and Discussion time. Total daily class time = eight (8) hours. The dementia curriculum, Dementia Capable Care: Foundation Course, has been reviewed by the Alzheimer s Association and meets the Alzheimer s Association Dementia Care Practice Recommendations in all 10 topic areas as per the latest report, issued July 13, See report results at crisisprevention.com/alzreport. o Day 2: The Care Partner Applications course builds on principles from day 1 (Foundation). This second day helps staff develop and apply new skills to enhance the memory care they provide. Participants will learn to: Link information about ADRD, cognition, and stages of dementia to work realities. Identify care approaches that will facilitate best ability to function for an individual at each stage of dementia. 4

15 Practice person-centered communication strategies and care approaches specific to each stage of dementia. Develop customized care strategies. Create a comprehensive care plan, given communication strategies, care approaches, and behavior responses. Explain how various team members efforts contribute to achieving positive outcomes for persons with dementia. See Appendix A for course outline. Note: Training at WVVNF will be extended by 1 hour to include additional Case Study Review, Role-Play, and Discussion time. Total daily class time = eight (8) hours. The dementia curriculum, Dementia Capable Care: Care Partner Applications, has been reviewed by the Alzheimer s Association and meets the Alzheimer s Association Dementia Care Practice Recommendations in 7 of the 10 topic areas as per the latest report, issued July 13, See report results at crisisprevention.com/alzreport Days 3 and 4 of the sessions shall be conducted as observation training with the WVVNF Alzheimer s/dementia Care Unit. DCS Global Professional Instructor (GPI) will observe class participants from the 2-day Dementia Capable Care: Foundation and Care Partner Applications course as they implement the material recently learned in class in a real-life setting. Staff will gain additional insight into effectiveness of abilities-based, stage-specific, person-centered care for persons with dementia and learn problemsolving strategies with and for current residents. GPI will assess and sign off on individuals competence and understanding of DCC material and make recommendations for changes to improve care Alzheimer s Training needs to be specifically directed to the unique needs of the Veteran Residents. Care for veterans with Alzheimer s and dementia differ from the average population due to the unique exposures to prisoner of war, hostage, and combat situations. Vendor must be capable of creating a different approach to the standardized training to meet the needs of the veteran population. All individuals with dementia deserve respectful, person-centered care. But when those individuals are also veterans, providing the best possible care includes honoring the unique experiences of our nation s finest. And understanding that behaviors even aggressive behaviors may be rooted in the emotional aftermath of military service. In 2014, the Crisis Prevention Institute s (CPI) team of Dementia Care Specialists (DCS) partnered with the VA to implement Dementia Capable Care at many of the hospitals and community living centers that serve veterans. As an approved dementia training provider, the DCS team has trained behavioral health, dementia, and memory care teams at more than 60 VA sites across the nation. 5

16 VA Program Summary Participant Feedback: DCC consistently received high evalutation scores from class attendees, in keeping with the goals and metrics outlined by the VA Office of Innovation Grant which funded the initiative. 6

17 Dementia Capable Care is based on highly regarded theoretical frameworks that emphasize the importance of honoring the preferences, habits, and routines of each person in care. The program energizes the dementia care team to shift their focus from disabilities to abilities and to provide care that is truly person-centered. For veterans, this means being cared for by a cohesive team of knowledgeable and well-trained dementia care professionals who have skills and the confidence to adapt care approaches, activities, and the environment at every stage of dementia and level of cognition. In September 2016, TechValidate, a 3rd-party research service, conducted a survey of Dementia Care Specialists/Crisis Prevention Institute customers. See Appendix B for responses from Veterans facilities across the US regarding DCC training outcomes Vendor s training sessions must discuss all stages of Alzheimer s disease and must include comprehensive care approaches for each stage. The care approaches must include how to obtain the highest level of patient functionality by discussing the most effective leisure activities, mobility improvement exercises, and activities of daily living (ADLs) Training must provide strategies that will enhance communication, minimize negative behaviors, and assist families with support Vendor must have hand-outs and/or any training materials for the approximately 135 staff members prepared prior to the star of each training class. The Agency will not be responsible for providing any copies, hand-outs, or supplies of any type. Day 1 -- Dementia Capable Care: Foundation establishes a common framework for promoting best abilities, providing all who work in dementia care a common framework about Alzheimer s disease and related dementias (ADRD), a best-abilities perspective, dementia stages, behavior management, and care techniques to promote the best ability to function. Participants are provided with all course materials for the day, including a Participant Workbook, Cognitive Assessment Tool Guide, and Certificate of Completion. Course content includes: Introduction to Alzheimer s disease and related dementias (ADRD) Theoretical framework Philosophical framework Impact on cognition Identification of the stages of dementia Allen Cognitive Level and best-abilities approach Care approaches to maximize function and well-being Behavior and communication Strategies for minimizing behaviors and enhancing communication Family support methods See Appendix A for course outline. Note: Training at WVVNF will be extended by 1 hour to include additional Case Study Review, Role-Play, and Discussion time. Total daily class time = eight (8) hours. 7

18 Day 2 Dementia Capable Care: Care Partner Applications applies new skills and adjusts various aspects of dementia care. Building on the Foundation Course, this course emphasizes application and includes activities, case studies, and discussions relative to assessment, care approaches, documentation, and functional maintenance programs. Participants are provided with all course materials for the day, including a Participant Workbook and Certificate of Completion. Course content includes: Principles to guide care Examination of the stages of dementia in relation to the Allen Cognitive Levels Identification of care approaches for activities, ADLs, and behavior management Best-abilities approach for each stage Case studies Behavior and communication strategies Person-centered approach to each stage of dementia Simulations and role-plays Functional maintenance programs Creation of individualized plans with communication strategies, care approaches, and responses to behavior Interdisciplinary team strategies to achieve positive outcomes See Appendix A for course outline. Note: Training at WVVNF will be extended by 1 hour to include additional Case Study Review, Role-Play, and Discussion time. Total daily class time = eight (8) hours The successful vendor must complete a tour of the WVVNF s Alzheimer Unit and provide recommendations to enhance the resident environment. The facility will coordinate with the vendor to establish a date and time for the tour to be conducted The successful vendor must review the policies of the WVVNF s Alzheimer s unit on a quarterly basis (March, June, September, and December) and provide written recommendations for changes or additions to existing policies. DCS will conduct a comprehensive Assessment of Key Components of Memory Care Best Practice. Categories will include: Philosophy of Care: What is the philosophy of care and is there evidence of the philosophy in practice? Policies and Procedures: How are the systems of daily dementia care made operational and reinforced in the organization s written protocols? How are these communicated and instructed to staff and families? Entry/Exit Criteria: What is the entry/exit criteria for each level of care on campus? How is level of care assessed? Is there evidence of the criteria in practice? Environment: Is the current (and planned future) interior and exterior Memory Care environment Dementia Supportive? Assessments: How is Cognitive Level currently assessed, when and by what team members? How is key person-centered care information assessed, when and by what team members (i.e. Life Story, Dining Preferences and Activity Interests)? 8

19 Care Plans: Do care plans demonstrate evidence of application of key memory care assessment information in care delivery including the ADL and Dining Programs? Activity Program: Does the individual Activity Plan and the group Activity Program demonstrate evidence of application of the key memory care assessment information? Staffing: What are the current staffing positions and staffing levels in Memory Care? Does staff planning (i.e. shifts and assignments) represent evidence of application of the resident memory care assessment information? Training: What dementia training is currently being offered and when? Is there evidence staff is implementing training principles, skills and approaches? Does the Occupational Therapy staff (and other therapy members) have advanced training in cognitive assessment and interventions? What is the role of therapy in the memory care program? Is there an opportunity to optimize (Medicare reimbursable) therapy service? Quality Assurance/Improvement: Is there a memory care QA/QI program in place? What tools are used to monitor and measure memory care outcomes? What are the results? Family Education/Support: How does the organization educate and support the loved ones of those with Alzheimer s/dementia? Note: In addition, DCS will gather other information such as the CLIENT s memory care success vision and goals. The majority of the visit focus will be on the Memory Care neighborhood. DCS will prepare a Comprehensive Audit Report, identifying the following: Areas of strength and weaknesses, with recommendations for small- vs. large-scale improvements as needed. Overall readiness of CLIENT to deliver best in class memory care eligible to meet Memory Care Best Practice standards/criteria established by organizations such as the Alzheimer s Association, Joint Commission and CMS/VA state surveys. Contract Award 5.1 Contract Award: The Contract is intended to provide Agency with a purchase price for the Contract Services. The Contract shall be awarded to the Vendor that provides the Contract Services meeting the required specifications for the lowest overall total cost as shown on the Pricing Pages. 5.2 Pricing Page: Vendor should complete the Exhibit A Pricing Page by providing a flat fee for each training, which should cover all costs, including travel, hotel costs, training material, and any other training-related costs, and multiply by the number of classes for the year. Vendor should complete the Pricing Page in full, as failure to complete the Pricing Page in its entirety may result in the Vendor s bid being disqualified. Vendor should type or electronically enter the information into the Pricing Pages through wvoasis, if available, or as an electronic document. In most cases, the Vendor can request an electronic copy of the Pricing Pages by sending an request to the following address: Crystal.G.Rink@wv.gov. 9

20 Alzheimer s Training Class: Fees per 4-day session, to occur 12 times within contracted period, specific dates to be determined by WVVNF. See Appendix D for Pricing Page, as well as separate attachment Exhibit A Description of Service Rate Extended Price 2-Day Dementia Capable Care: Foundation and Care $8,500 x 12 sessions $102,000 Partner Applications course (Days 1-2) Maximum 40 participants per class 2-Day Observation Training in the WVVNF Alzheimer s/dementia Care Unit (Days 3-4) $4,500 x 12 sessions $54,000 Alzheimer s Unit Tour, Assessment, and Recommendations. Includes written report of findings in addition to all items listed in sections and One consultant, 3 onsite days total, includes but is not limited to: Focused on observation of staff Observation of programming Chart review Environmental review Remote Office Hours = 9 Hours related to preparation for visit, review and analysis of audit information, meetings, preparation and presentation of Comprehensive Tour and Assessment Report and recommended Project Plan. Total fees: Alzheimer Training Note: pricing is flat-fee and all-inclusive $2,500/day x 3 days $7,500 $200/hour x 9 hours $1,800 $165,300 ($13,775 per session) Miscellaneous 11.1 Contract Manager: During its performance of this Contract, Vendor must designate and maintain a primary contract manager responsible for overseeing Vendor s responsibilities under this Contract. The Contract Manager must be available during normal business hours to address any customer service or other issues related to this Contract. Vendor should list its Contract manager and his or her contact information below. Contract Manager: Virginia Pflanz, Director of Sales Operations Telephone Number: (414) Fax Number: (414) Address: vpflanz@crisisprevention.com 10

21 Appendix A: Dementia Capable Care: Foundation and Care Partner Applications Course Outlines 11

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24 Appendix B: Dementia Capable Care Outcomes Data Responses from Veterans Facilities 14

25 In September 2016, TechValidate, a 3 rd -party research service, conducted a survey of Dementia Care Specialists/Crisis Prevention Institute customers. The below responses are from Veterans facilities across the US. Veterans Community Belinda Jennings, RN, Primary Care Nurse Trinka Davis Veterans Village (GA) Certified Instructor since: 12/5/2013 Link to entire survey: Maria Ana Valdoria-Bautista Long Beach VA Healthcare System (CA) Certified Instructor since: 7/2/2015 Link to entire survey: Danielle Quinn New York State Veterans Home at Oxford (NY) Certified Instructor since: 7/2/2015 Link to entire survey: Leticia Sisneroz Waco VA Medical Center (TX) Certified Instructor since: 5/15/2014 Link to entire survey: Barbara Daniel Perry Point VA Medical Center (MD) Certified Instructor since: 5/15/2014 Link to entire survey: Amie O Malia Wilkes Barre VA Medical Center (PA) Certified Instructor since: 2/9/2012 Link to entire survey: Mark Balabis VA Northern California (CA) Certified instructor since: 03/13/2014 Link to entire survey: VA Facility in South Dakota (SD) Link to entire survey: Leslie Peck VA Tennessee Valley (TN) Certified instructor since: 6/19/2014 Link to entire survey: Survey Excerpt Using DCS training resulted in: Improved provisioning of person-centered care Decreased use of psychotropic medication Decreased decline in ADL performance Improved resident engagement in meaningful activities I had an excellent class and great support from CPI staff. Achieved return on their investment with DCS by: Increasing clients function, safety, and quality of life Improving staff skills and confidence in managing challenging behaviors Meeting regulatory compliance I believe Dementia Capable Care training would be helpful to all staff and organizations. With DCS, staff are now more understanding of resident behaviors. They are often able to identify triggers for potentially negative behavior, intervene, and make the situation more pleasant for both residents and themselves. Nurses assistants, in particular, express these feelings. Improved their dementia care practices by over 75%. DCS has made a difference in our perspectives: it taught us how to communicate without judgment or blame, making the workplace more efficient and exciting. DCS gives situations and examples of how to handle problems. It gives the tools to be able to teach the information and techniques to others. Our staff have said that they have become less frustrated by challenging behaviors after taking the course. Their lowered stress correlates to our residents lowered stress. 15

26 Appendix C: Taxpayer Identification and Certification, Commercial General Liability Insurance 16

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29 Appendix D: Pricing Page (CRFQ VNF Exhibit A) 19

30 Exhibit A Pricing Page CRFQ VNF Alzheimer's Training Class Item # Description Unit Price Annual Class Quantity Total Bid Amount 1 Alzheimer's Training Class $13, $165,300 ** Multiply bid price by the annual quantity Failure to use this form may result in disqualification Bidder / Vendor Information: Name: Crisis Prevention Institute, Dementia Care Specialists division Address: W. Park Place, Suite 600 Milwaukee, WI Phone# : (414) Address: vpflanz@crisisprevention.com 20